Instuitional Investor - Trevian Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Trevian Wealth Management Llc |
| Portfolio Value | $135,577 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 144,871 | $78,058 | 57.57% | |
| 2. | Northeast Bk Portland Me | 151,851 | $13,929 | 10.27% | |
| 3. | Vanguard Index Fds | 36,368 | $6,909 | 5.09% | |
| 4. | Vanguard Index Fds | 20,141 | $5,837 | 4.3% | |
| 5. | VWO | 114,922 | $5,061 | 3.73% |
